Nicole Morfas Email & Phone Number

Westfield, In, Us

Carmel, Indiana, United States

Indianapolis, Indiana

Buying or selling a home is a very personal journey. My goal is to make it an enjoyable and positive experience for you. When selecting me as your agent, you get the professional representation you expect with the personal attention you deserve.If you are considering selling your home, I would be happy to provide you with a personalized comparative market analysis, as well as a detailed marketing plan to get your home sold at the best terms and within your timeframe. Maybe your goal is to purchase a home. Whether it is an existing home, new construction, or "For Sale by Owner", I will guide you through the process from showings to closing and keep you informed of every step along the way. ILHM® Certified Luxury Home Marketing Specialist CLHMS® designation (2017-present)NAR-Certified Seniors Real Estate Specialist SRES® (2021-present)NAR-Certified Accredited Buyer's Representative ABR® (2024-present)New Agent Orientation Trainer on Professionalism in Real Estate (2023-2024)Emerald Award recipient 2018 & 2019Memberships: NAR, IAR, MIBOR, BLC, ILHM®

Indianapolis, Indiana, United States

Primary liaison between Sales and Underwriting. Prepared incoming RFPs for completeness using company guidelines, secured missing information to ensure accurate quoting, and worked with Underwriting for rate requests. Created sales proposals and updated sales cycle using Salesforce software. Responsible for updating marketing materials for company websites. Attained company-required Indiana Life, Accident & Health licenses.

Bolingbrook, Illinois, United States

Established and maintained relationships with General Agencies by traveling and conducting on-site training for product and procedural updates for agency staff. Key contact for creating solutions to workflow and compensation challenges. Worked with internal departments to ensure contract fulfillment and exceptional client satisfaction.

Bolingbrook, Il

Worked with General Manager to transition a high-profile book of business from John Hancock. Managed deliverables and facilitated team meetings to ensure progress towards goals and identified areas for improvement. Cultivated an environment of trust, respect, collaboration, and accountability among all team members. Received WellPoint team corporate award for efficiency and cost savings to the company.

Evaluated employer and employee applications for Small Group business, determined risk, and placed groups into appropriate rating categories. Reviewed medical records and adhered to strict confidentiality guidelines.

Highland, Indiana, United States

Educated customers on company's portfolio of savings and loan products, identified cross-selling opportunities, and built trusted relationships. Responsible for adhering to bank's guidelines regarding establishment of deposit accounts and loans. Assisted with Customer Service Representative duties as needed.

Merrillville, Indiana, United States

Attained industry-required licenses and solicited company portfolio of products for Life, Health, Property, Casualty, Annuities, and Mutual Funds to new and existing clients based on needs analysis and budget.

Indianapolis, Indiana, United States

Evaluated employer and employee applications for Group Life and Disability products, reviewed claims history information, applied experience-rating guidelines, and determined risk and group rates. Utilized medical terminology knowledge for reviewing medical records and adhered to strict confidentiality guidelines. Worked directly with Account Executives to leverage our Life and Disability products in the marketplace. Completed LOMA and Medical Terminology courses.

Completed administrative duties for the VP of Underwriting. Organized corporate holiday party and stayed within assigned budget. Assisted President/CEO with meeting notes and recordkeeping.

Munster, Indiana, United States

Educated customers on portfolio of products offered by the bank. Established deposit accounts based on needs analysis and corporate guidelines. Originated loan applications for mortgages and auto loans, collected documentation for processing, and closed corporate-approved loans. Assisted with Customer Service Representative duties as needed.

Bachelor Of Science, Economics

Activities and Societies: Specialities in Management and Consumer Psychology

Certificate Of Completion, Real Estate

Completed state required classroom education (Sept. 2007 - Nov. 2007). Passed the Indiana state licensing tests in November 2007.

Certificate Of Completion - Broker Transition, Real Estate

Transitioned Indiana real estate license from Salesperson to Broker Associate.

High School

Certificate, Certified Luxury Home Marketing Specialist

Specialized in marketing luxury homes and providing expert negotiation skills when representing sellers.

Certificate, Seniors Real Estate Specialist

Specialized in representing real estate buyers and sellers aged 50+ .